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FINANCIAL ADVICE
Superannuation
ASIC warns property spruikers to steer clear of SMSFs or risk action over providing unlicensed product advice. ...
Financial planning
Allowing advisers and clients to 'agree’ on the scope of advice makes way for a variety of manipulation, says AIST....
Accounting
The SPAA conference has highlighted the continuing disagreement on accountants limited licensing. ...
Financial planning
Aligned and non-aligned advice should be covered by separate legislation and definitions, according to an advice business broker....
Financial planning
Watering down financial advice laws could expose consumers and regulators to another Storm Financial-type crisis, ISA says. ...
Financial planning
ASIC could roll-out a national adviser competency exam for $300, linking it to a register of licensed advisers. ...
Financial planning
Adviser education programs are at risk of being severely cut because the way they are funded is seen as conflicted remuneration, says AFA. ...
Financial planning
Assistant Treasurer says legislation is no guarantee that financial products will not fail. ...
Financial planning
Free education campaign to prepare members for implementation of TASA...
Financial planning
Sinodinos says the Government does not intend to speculate on hypothetical court challenges to FOFA as posed by the ISA. ...
Life/Risk
Younger generations are more likely to engage with their financial adviser and buy insurance, according to TAL’s new survey. ...
Financial planning
The Association of Financial Advisers (AFA) says that contrary to recent reports, general advice amendments have no bearing on the activities of financial advisers. ...
Financial planning
The rise of online and commoditised advice will expose more people to financial planning rather than shift them away from it. ...
Financial planning
Clients considering aged care for their loved ones should be advised to speed up the process to avoid new means test rules set to kick in later this year, a life insuranc...
Financial planning
Planners should be articulating the value of advice instead of debating finer points of legislation. ...
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MARKET INSIGHTS
Podcast
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...